It is hard to achieve your legacy when you feel lost, unprepared, and without a direction. Our legacy advisory and coaching services help you with the softer side of legacy planning so your results include more than succession planning and governance documents.

Imagine feeling peace of mind when your priorities, values, and vision match your outer world's achievements.  Imagine the release of anxiety when you have clarified and recorded your significant personal and business data to give consistency and stability to others.   

Call us today to schedule your first Discovery session to learn about clarifying the heart and soul of your legacy.

To begin, let us define three words for reference:

In this context, "legacy" means: Building around what you stand for. Principles. Morals. Honesty. Integrity. All components relating back to your business, goals, vision, or purpose you wish to leave to heirs or other beneficiaries.  Perhaps your gift by will is your respect and love or your philosophy of ideas.


Next, think of your coach as your "guide" and part of your network of supporting individuals who can hold space for your vision and values as well as point you in the right direction for your next steps to maintain momentum.


Third, the term trust is important.  It has been eroded in business, whether it is the personal data economy, today's leaders or finding brands & associates who have our best interest at heart. There is also recognizing how dependent we are on numerous people to survive, whether it is our pilot or our farmers in food production.  While trust is earned, it is also like oxygen to survive and thrive today.



By not preparing customized plans, instructions, and visual aids, you will be leaving a void your family, associates, and friends may not be able to fill without your input.

The cost of not working with a trusted advisor with the softer side of your legacy is lack of organization, clarity, and completion.  I have coached many individuals in the past 5 years with their customized plan. 


Without your direction, vision, and values, your best intentions will have disappeared.



  • Find a renewed sense of freedom, fulfillment, and satisfaction ("FFS") will become your top desires when you set aside the time to work through important areas of your life.  You reclaim all tools and resources that work with your core values and vision. After six months of weekly coaching sessions where you will feel fully heard, seen & understood, there will be a peace of mind in the organization to the complex areas of your life that went unfinished, ignored, or untransformed.

  • Increase your self-confidence with what has been suppressed, criticized or left for another day, expand your connection with others, hear your inner voice more in the possibilities under the whispers, and find what behaviors may be knocking you off balance from creating what you need to today in navigating your hero’s journey.

  • At the end of six months, we will have succeeded because you will have more clarity, tools and skills as well as your own "Legacy Compass" coffee table book for yourself and for your future generations (i.e. guide book).  Your example as a role model will not only help your family (or company) survive and thrive, it may also help our human species at a time where real life, humane leaders matter.

The result of a pair of designer jeans is not the jeans, it is the image it brings.  The result of a cup of designer coffee is not the coffee, it is the community at its café.  The result of legacy planning is not the plan of the legacy itself, it is the feeling of fulfillment, freedom or satisfaction afterward.


Legacy Planning reminds me of the story of the drowning man (or woman).  God sent a boat, two helicopters, etc, but the individual kept waiting for another sign, message or miracle.  Tomorrow is not promised where we are in good health or good spirits to be able to clarify, record and compile important thoughts, words, lists and instructions for others to learn from or know us by.


Legacy Planning also makes me think of a poem known as “Footprints In The Sand” - a coach/advisor can walk alongside another for a season or two to strengthen them and thus, leave them better off with their life and future generations.  While I am not suggesting a coach is a God-like figure, I am stating a coach can lift someone else to better heights after walking the walk and completing actions for their legacy.   




1. The initial call is a "Discovery Session".  This creates the first step in designing our alliance together.

2. We coach the client each week for an hour based on your choice of topic for the purpose of achieving your vision,  values, and legacy.


3. You complete custom "accountability" assignment each week where you follow through on tracking your week with KPI metrics such as behaviors, activities, what changed or didn't, or specific pages for your personalized "Legacy Compass" in building out a custom hardcover coffee table book to be proud of.

Hi, my name is Angelina Carleton and I know how it feels to build out a legacy plan starting with resourcefulness only.

I went to the marketplace in 2012 to find a coach or advisor who would support me with creating a specific vision around a legacy.  I couldn't find a match in commerce so I designed "Legacy Planning" step by step, building it from scratch.  In 2014, I attended the Co-Active Training Institute's programs: their five live workshops, their executive education program as well as their six-month certification to add coaching skills.  


These soft (life) skills are essential for leading clients through new landscapes of self-discovery, values and execution of a plan. My intention is to guide you through your journey to clarify and complete your legacy.  In other words, you are the hero in the hero's journey and I am your guide as the coach and advisor.  


Join our community on social media or by calling us today to learn more about the latest support tools, tips, and success stories.  With over 4 million posts on Instagram now talking about "legacy", our values and vision matter in how we are a hero to ourselves and one another.  Here's to only good (legacy) days ahead!   

xo - Angelina


The Virtual Learner: Coming Soon

(Online Resourses)

The Legacy Project: $498

(What Can You Do In 21 Days To Clarify The Softer Side Of Your Legacy?)

Children's Coloring Book: $29.98

(It Begins With Imagination & What Our Minds, Hands & Hearts Can Build ... Starting With Color.)


Group Coaching:


Group coaching sessions range between 40-90 minutes. We discuss topics such as systems & structures, purpose & directions, relationships & impact, responsibility & creativity as well as a number of other subjects.

In the past 5 years, I have led 407 group coaching video sessions.

Personalized Advisory Services (One on One Coaching):

For six months, a customized plan is developed based on 26 weekly tasks for the individual client and their values, vision and goals. Pricing disclosed in the Letter of Engagement.

The affluent have specific lifestyles they are accustomed to as well as access to more resources as a way of life with expectations and choice. Yet, that privilege does not always equate to being surrounded by the best support system of allies who can hear the subtle messages in one's values & vision. Our coaching is a symmetrical business relationship for FFS (Freedom, Fulfillment & Satisfaction).



With more and more technology tools coming online each day, we can sit back and feel overwhelmed.  Or, we can start with a physical pad of paper and pen and think about how much our practical experiences and knowledge can contribute to others.  Multiply your energy and effort with a trained legacy advisor and your impact and influence will be much more refined in both its potential and its finished "Legacy Compass" coffee table book as a finished product.  

 Send me your email and I will send you "3 Ways A Legacy Advisor Will Help You & Your Future Generations Survive & Thrive".

As Featured In...





Alliance Magazine

May 2018


February 2020

April 2020

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"Angelina - I wanted to let you know how impactful your coaching of me was on our last call. You struck a cord when you articulated that one of my core values is “Justice”. This really resonated with me and I have been in inquiry about it ever since. You have great intuition! Warm regards, Nancy."

Nancy, a client who retired from a law firm now residing in Northern California

"Angelina is a coach who derives your inner journey smoothly. She coaches you by her heart & emotions and stays well connected throughout the entire process. She gave me the space of silence that allowed me to hear my inner voice, then asked me a lot of powerful questions that led me to see things from different angles. She believed in me as a whole person and throughout the conversation, she filled me with the energy of trust & vision. We can find a lot of coaches in the world, but talented ones are a challenge. Angelina is one of the talented ones."

-Shaima, Abu-Dhabi, United Arab Emirates

"Angelina is a very intuitive coach, she is bright and helped me find what is really important in my life. I recommend her to anybody who is willing to explore themselves with fierce courage, she'll surely be by your side, supporting you and championing you to get where you want to go for your legacy. Angelina is talented!"

- Ilaria, Abu Dhabi, United Arab Emirates

"Angelina is an extremely insightful coach. I enjoyed our work together and it helped me progress forward in my career path." - Dana, MBA who resides in San Francisco, CA

“Angelina is a fantastic coach! Her enthusiastic support and encouragement inspired me to let my imagination soar!" -Margaret, Los Angeles, California. Her clients include Banana Republic, Wells Fargo, Cisco, GAP, Yahoo!, Levi's, First Republic Bank, Microsoft, Macy's, Comcast and HP.

"I began my legacy planning with Angelina in November of 2018. She is one of the key support pillars that I trust. I have experienced results with her coaching, holding me accountable to my goals each week and month. I appreciate her reframing and intuition skills, by seeing current obstacles and challenges from different perspectives. This executive level coaching allows me to combine the depth and breadth of my career experiences to create the life I want for myself now. I intentionally make all decisions knowing that my time remaining here is limited. My conversations with Angelina assist me in pushing me beyond my comfort zones, regarding how I can impact, teach and guide others."

-Benjamin, Investment Adviser & Prior Executive With Three Global Fortune 500 Companies

"Angelina is a natural and instinctive coach who helps you explore new perspectives and possibilities."

Amanda, United Kingdom, 20 year business owner and executive

"Angelina has a unique way of having you ponder the future and still live in the present. She bares witness with genuine care. I received great value in her help to align my life legacy with daily action."

Julie, IBM Executive, British Columbia, Canada

"As the daughter of a NYC diamond setter and as a great grandmother, Angelina was introduced to me through associates for her coaching results in both life and business. She helped me, as a cancer survivor, to become ambitious again and reconnect me to my roots. She offered me the space of reflection to look at myself and my past - to have me realize I am not dead yet. I feel now, after six months of Angelina’s coaching, that I would like to fulfill a legacy of teaching my immediate and extended family good values. And, remembering where those good values will get you.”

–Denise, Southern California

"Why life and business coaching at my age, was my first thought. I had recently started a new career at 50 and I began my coaching sessions not knowing what to expect. I had in the back of my mind "old dog, new tricks". As the coaching progressed with Angelina, I found small changes were being made in every aspect of my life; sort of like a hundred wrinkles being ironed out, making my personal and business life smoother. This new awareness, as well as weekly actions in follow-through, enabled me to see new possibilities that I had never thought existed. ... Next steps for a future I had not considered six months previous, ... on multiple levels. Thank you Angelina for your time and holding me accountable."

-Saundra, Southern California


Legacy Planning is a private initiative that offers an opportunity for you to explore your goals and dreams, but also to provide you with the world-class support to keep you accountable with the follow-through of your long term intentions. When you become the best you can be in navigating your calendar days, your energy and your activities, transformation and fulfillment materialize and thus, your personal legacy.


The firm of Legacy Planning is to be a coaching and advisory resource available to help you attain your vision for a lasting legacy through specific blueprint steps. I hope to  awaken humanity one legacy at a time.


In addition to incorporating the Co-Active Coaching Model, we also consider seventeen (17) of our own principles when guiding clients in their transformation journey.

Other Details:

(pdf downloads)

1. How Do We Work Together?

2. Visual: Where Does Legacy Planning Fit In?

3. Principles

4. Professional References

5.  About

6. Profile Data

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